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Gravity Forms Integration Tool

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Jon Walker
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Gravity Forms is a third-party form builder for WordPress websites.

These forms can integrate into SharpSpring.

This article will detail how to integrate Gravity Forms.


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Regarding Integrated Code

Running the following generated code or your entire functions.php file through a .PHP validator will decrease the risk of a crash, but it will not catch everything. For more information on .PHP validation, refer to https://phpcodechecker.com/  
Note: SharpSpring offers Professional Services to assist with custom coding.

This integration tool is provided as-is to assist with the setup of integrating Gravity Forms, but this may run into complications due to the configuration within Gravity Forms. This includes, but is not limited to:

  • A non-standard Gravity Forms configuration
  • Other plugins that interfere
  • Additional parameters outside of SharpSpring's control

If native form code has been placed on the page already, it should be removed. This .PHP code replaces its function.

Be aware that this process will ultimately replace the Native Form embed code provided by SharpSpring. Because of this, SharpSpring's Native Form code should not be added to the page.

The .PHP code added through this process will cause Gravity Forms to send the data to SharpSpring instead. If SharpSpring Native Form code is present on the page, it will cause conflicts.


Generating Form Codes

To integrate Gravity Forms, you will need access to your SharpSpring and Wordpress accounts. Also, you must be using Gravity Forms on your site in order for this integration to work. For developer instructions, refer to: For Developers: Integrating Gravity Forms. To obtain a form code from Gravity Forms, do the following: 

  1. In a browser tab, create or open a Gravity Form.
  2. Obtain the Gravity Form's identification number.
  3. In another browser tab, log in to SharpSpring.
  4. In SharpSpring's top toolbar, click
    Content > Forms.
  5. Create or edit a third-party form.
  6. Click  cog.png  Options > Embed Code.
  7. Copy the embed code.
  8. Paste the embed code in the following box:

  9. Insert the identification number of your Gravity Form in following box:

  10. In the following table, insert the applicable field labels and field identification numbers, and click the applicable checkboxes.

    Field
    Label    		 Field ID
    Number    		 Checkbox Group?

     

  11. Click the Generate Code button above.
  12. Copy the code that is generated below.



  13. Place the generated code snippet obtained above into the functions.php file within your WordPress theme editor.
  
Important: Some themes may hide access to the functions.php file. It can also be accessed using FTP. Contact your website administrator if you do not see the functions.php file.

Additionally, FTP access is recommended in case the functions.php file needs to be reverted, as incorrect code here can make the site inaccessible except from FTP.  Pay close attention to the code that you add to functions.php. If you add incorrect code, you may be locked out of your Wordpress account.

Create a backup of your current functions.php before making these changes and be prepared to replace it via FTP if needed.
Note: Field labels should not contain special characters or accented numbers.

Labels should contain only the following:

   •   Capital letters (A-Z) 
   •   Lowercase letters (a-z)
   •   Numbers (0-9)
   •   Spaces
   •   Dashes
   •   Underscores

Also, field names here do not need to match the field names within Gravity Forms.


Adding Gravity Forms to Wordpress

Once you have generated a Gravity Form code, you can add the form to Wordpress.

To add a Gravity Form to Wordpress, do the following:

  1. In another browser tab, log in to Wordpress.
  2. In the left menu, under Appearance, click Editor.
  3. In the right menu, click the functions.php file.
  4. Copy the above generated code snippet.
  5. Paste the copied code snippet at the bottom of your functions.php file.
  6. Click Save.

 

   


Click to enlarge. 

1: Denotes the Editor menu location.
2: Denotes the functions.php location.
Important: Changes to the functions.php file in Wordpress can result in your site crashing. Be sure you have FTP access in order to backup and revert to your old functions.php file if needed.
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